Cwa Insurance Services

Michael Stevens Registered Agent

2961 W MAPLE LOOP DR # 120, LEHI, UT 84043

2961 W MAPLE LOOP DR # 120, LEHI, UT 84043 View Map

Form 5500

1850 W. Ashton Blvd Suite 175, Lehi, Ut 84043 (801) 210-2800 EIN:20-8778820 Plan Admin:Guideline, Inc.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCWA INSURANCE SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$48,445 / $97,105	2023	CWA INSURANCE SERVICES, LLC 401(K) PLAN - Plan #001	9 / 9	$48,445 / $97,105
2022	Plan NameCWA INSURANCE SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 9 Assets BOY/EOY$31,100 / $48,445	2022	CWA INSURANCE SERVICES, LLC 401(K) PLAN - Plan #001	6 / 9	$31,100 / $48,445
2021	Plan NameCWA INSURANCE SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 6 Assets BOY/EOY$6,042 / $31,100	2021	CWA INSURANCE SERVICES, LLC 401(K) PLAN - Plan #001	4 / 6	$6,042 / $31,100
2020	Plan NameCWA INSURANCE SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY0 / 4 Assets BOY/EOY$0 / $6,042	2020	CWA INSURANCE SERVICES, LLC 401(K) PLAN - Plan #001	0 / 4	$0 / $6,042

Benefit & Retirement Plans based on Form 5500.

PPP Loans

1850 W Ashton Blvd Ste 175, Lehi, UT 84043-6433 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
02/08/2021	Approved$56,400 Forgiven$56,715 LenderCache Valley Bank Jobs5	02/08/2021	$56,400	$56,715	Cache Valley Bank	5
04/30/2020	Approved$71,100 Forgiven$71,704 LenderCache Valley Bank Jobs5	04/30/2020	$71,100	$71,704	Cache Valley Bank	5

PPP Loans based on Paycheck Protection Program.

Address Match:2961 W Maple Loop Dr # 120 Lehi, UT

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The following government agencies have contributed data:

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Company Summary